Lacerte Tax

My C-Corp client FINALLY received their ERC refund in July 2025. We chose not to amend the Corp tax returns (to reduce the wages reported) until after the refund was received. From what I've read, an option at this point is to report the refund as INCOME on the current tax return. The income is taxable for federal but not for California. I can't seem to find a way to enter the amount so that it's not taxable on the CA Corp return. Anyone have any ideas??

Hi!I need to amend a 2024 1040  for two issues. 1) adding business income and expenses with net loss, 2) carrying over to 2024 a 2021 NOL.First, I added the business amounts in Schd C with resulting net loss flowing into Schd 1, and the 1040-X shows the proper “revised” AGI and Taxable Income $51,111.Then, I input the 2021 NOL being carried over,  using -per the rule - an amount equals to 80% of “revised” taxable income (-40,889).  At that point the 1040-X ends up showing a negative amount (-21,127) on line 3, column C, and  the a Federal statement is generated showing taxable income of (-21,127) instead of $0, and taxable income before the NOL of $19,762, instead of $51,111.  The refund amount is correct.The generated Federal statement  continues with showing $19,762 of 2021 NOL was used instead of $40,889, thus  showing the wrong NOL amount being carried over to 2025.I  wrote a detailed and clear statement for the reasons to amend, but since the return will probably only be “read” by

Will Lacerte be updating the MN KSNC for the May 1 2026 legislative changes soon? We are now getting rejection notices when e-filing S Corporations due to this.

I am an MSP that is working with a client that uses QB, Lacerte, DMS. At current, working with the DMS Archiving function. Selections were made for archiving. In the status window it displays the archiving status. Many clients / folders are not being archive. Status: Not Archived [Folder Locked]. I understand that relates to the Client folder having a password. My question here, is there a bulk operation that can be used to remove the password or disable the protection for these clients that are protected. I hope that this does not need to be done individually. Thanks

I am working on a multi-state S corporation return and have the following problem:In Lacerte 2025, Form MO-NRS is not carrying the shareholders’ cash charitable contributions to columns (d) and (e) on line 12a. The corporation-level amounts populate correctly in columns (a) and (b), and the federal Schedule K-1 amounts are correct, but columns (d) and (e) remain blank for both 50% nonresident shareholders. In the 2024 return, Lacerte automatically populated these shareholder columns without any override or additional input. The 2025 MO-NRS form was revised to separate cash and noncash charitable contributions, so this may be a form-mapping issue. “Jump to Input” only returns to the federal charitable contribution input and does not provide a Missouri-specific field. Has anyone found a verified Lacerte input or workaround to populate MO-NRS line 12a, columns (d) and (e), or confirmed that this is a 2025 software defect requiring manually completed MO-NRS PDF attachments?

Just curious.

The 2/10/26  Lacerte release includes the 1040-ES.But it is still showing a Cincinnati address for my California clients.  The Cincinnati lockbox has closed; it should be Charlotte:  https://www.irs.gov/filing/where-to-file-addresses-for-taxpayers-and-tax-professionals-filing-form-1040-esLacerte needs to correct this ASAP!

Alabama S corporation with separately stated passive dividend income entered on Form 20S Schedule B as nonbusiness income, zero allocated to Alabama. Schedule C excludes the dividends, but Lacerte continues to apportion Schedule K line 5 and include the amount on nonresident K-1 line K and Form EPT. What supported input or override removes the dividend from the Alabama apportioned amount without changing the federal Schedule K amount?

Did lacerte discontinue the automatic calculation of the capital gain deduction form 39R and CG

INSTRUCTIONS SAY TO ENTER 1 - BUT WHERE?

My clients who have CA LLC’s that file as partnerships often miss their minimum tax or minimum fee estimated payments.  There is a place in a partnership return (Screen 37) to indicate they did not pay at all. However, unlike EVERY OTHER MODULE Lacerte has, there is not “Date Filed” field, “Date Paid” field, or “Penalties & Interest” screen or field for automatic calculation.  There is an amount box for you to calculate your own P&I and enter the amount.  This is absolutely unacceptable. It would be SO easy to put in a date filed or gosh forbid, a place to indicate that the estimate was paid, but paid late for automatic calculation.  Can someone please make this make sense?  Lacerte - DO BETTER!

Can you file a 1040 now and the state return later? 

Hi everyone - Since July 8th, we have been having Lacerte crash on us. We have tried uninstalling / reinstalling, removing our AV software (Sophos), removing Huntress, and many other things. Intuit cannot figure it out - nor can our tech team. We have roughly 20 users, and all but 2 this is happening to. The 2 that its not, are our newest users / computers. There is no pattern as to what is forcing it to crash. It might do it 10 times within an hour, or none at all. When you check the error log in Lacerte, it does not show anything there either, which makes us think its something on our computers that is forcing it to close. Nothing shows up when we run PCMON or PCDUMP. We host Lacerte on a local server.  Any help or suggestions would be greatly appreciated.  Thank you. 

NEED TO ADD FORM 5074 TO AN INDIVIDUALS TAX RETURN CAN IT BE DONE

Taxpayer is a 52/53 week fiscal year with a 09/26/2025 year end, Form 2220 uses the incorrect installment due dates, therefore, we will attach a pdf version of the Form 2220. But now we can't get the box to check on Form 990T Part III Line 8 that a 2220 will be attached.

Taxpayer is a 52/53 week taxpayer with a 09/26/2025 year end.  Due dates for installment are 01/15/2025, 03/15/2025, 06/15/2025, 09/15/2025 and we are unable to correct it in 2024 Lacerte.  Does anyone have a solution.  WE are a large corporation, annualized income installment method. Currently, Screen 1, Client info has a 09 as month end.  and Screen 4.1 has 09/28/2024- 09/26/2025 as our fiscal year.  The form 2220 installment dates are currently stating 12/15/2024, 02/15/2025, 05/15/2025 and 08/15/2025; a month off. 

Hello, My client moved from California to Quebec, Canada, on 12/31/2024. And he has $500 income tax due to CA.  Lacerte asked what state of residence as of 12/31—no foreign country in the drop list.  Leaving the state of residence blank gets a critical diagnosis. How can I e-file a CA tax return?  Thank you.Louise

I received an email stating that I needed to install intuit plugin.  I want to make sure that it is from Intuit.

Employer wants  “receipt” that I can print for him when I purchased a $16 .pdf import for a client.

8962 SE health ins has Worksheet. SE Health and Premium Tax Credit Reconciliation. I don’t know how you arrived at line 7. 

I used to use the Find My Diagnostic center all the time.  Today when I tried to go to the bookmarked website, it showed an error and said I was forbidden from going there.  What happened?  That was a very useful tool.

Why doesn’t Lacerte allow e-filing of Form 5558 if the government allows it??

Taxpayer receives both income and carried interest on form K1.  For purposes of Schedule 1, the carry is treated as capital gains.  But for purposes of form 461, Limitation on Business losses,  the carried interest should be treated as income on line 5.  This seems impossible t do in Lacerte, where the input for 461 comes directly from Schedule 1.  Anyone know a way around this?  Customer service has no answers and no one seems to care, which pretty much eliminates Lacerte as a software for dealing with finance.  Any other programs that might do this?

I tried these three formats for Partnership Rep's phone number is Lacerte. None worked. Suggestions? (XXX) YYY-ZZZZ, XXX-YYY-ZZZZ , XXXYYYZZZZ